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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,473 | $81,870-20.0% | $119,634-45.3% | $68,490-4.4% |
| Participation rate | 48.4% | 71.9%-23.5pp | 79.3%-30.9pp | 67.9%-19.5pp |
| Annual return | -19.89% | -23.82%+3.9pp | -14.98%-4.9pp | -7.85%-12.0pp |
| Employer contribution / active EE | $1,358 | $2,692-49.5% | $4,232-67.9% | $2,597-47.7% |
| Participant deferral / active EE | $3,646 | $4,148-12.1% | $5,601-34.9% | $4,028-9.5% |
| Admin fee / account holder | $363 | $6,583-94.5% | $10,329-96.5% | $5,403-93.3% |